Overview of open stocktakings
Overview of open stocktakings
During and after completing a stocktaking, you have the option to view everything that has been counted, make selections, reset, and confirm the count.
Open stocktakings
As you, or any of your employees, count items, these can be seen under "Open stocktakings". The items listed under "Open stocktakings" have not yet been confirmed, which means that the stock is not updated.
Overview
The overview shows all items with a count (including reset) that has not been confirmed. If you want to customize the overview, you can do this by using filters and search. Filters allow you to customize the overview by showing counts within a given date range, only products with/without deviance, etc.
1. Actions
Here are actions to cancel all active counts or display a deviance report.
Cancel counting will cancel the counting for all products. If you want to undo/cancel counting for individual products, this must be done via the counter.
2. Confirm quantity
This is used when you are ready to complete the counting. By confirming the quantity, the stock of the items will be updated.
3. Filter and search
Filter and search for specific items.
4. Item overview
All items with an active and unconfirmed count. This overview provides info about the item in addition to who made the last count, when it was made, and whether more or less than the expected stock has been counted.
Here you will also see if an item is marked for reset.
Deviance report
What is a "Deviance report"?
This is a list that shows all open counts, i.e. counts that have not yet been confirmed, and that have deviance (positive or negative).
You can sort the list as you wish and then print it. This makes it easy to take the list to the warehouse to check the deviances before the stocktaking is confirmed.
How to do it:
- Go to "Open stocktakings"
- Click on the "Actions" menu and select "Deviance report"
- Now you can sort the list on each column, just click on the title in the column to sort
- Print the list